SOUTHOCEAN CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 171580
- Registered since
- September 17, 2014
- Website
- southoceancapital.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Southocean Capital Partners, LLC is a privately held investment manager focused on pooled investment vehicles with an emphasis on real estate and selective private equity activity. The firm acts as a capital allocator and sponsor/GP, structuring and managing pooled funds rather than operating primarily as a retail advisory practice. It targets institutional clients and charges a mix of percentage-of-AUM fees and other fee structures consistent with fund management. Southocean reports active ESG integration across its activities, and its advisory mandate is centered on portfolio management for pooled investment vehicles and related sponsor roles. The firm is SEC-registered since 2014 and is organized as a limited liability company with domestic ownership. Its operating model centers on originating, managing and servicing closed-end and open-end real estate funds and a smaller set of private equity vehicles. Being a sponsor and managing member of pooled vehicles, Southocean performs both capital allocation and operational oversight for the funds it manages.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID HORVITZ
Chairman of the Board & CEOCRD 6338693
LISA GIOVANNELLI
Chief Compliance OfficerCRD 4420569
Contacts
3 of 3LORRAINE ESTRADA
Fund ControllerCRD 6284281
LINDA ROTH
Board MemberCRD 6338760
TIMOTHY BANNON
Executive Manager DirectorCRD 6338697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 401 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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